Operating a TPA or Consulting Firm

377 topics in this forum

1. SAS70 Substitute?

   By Guest YATPA, May 24, 2004
   • 2 replies
   • 1.9k views
   • 
   • BeckyMiller
   • May 24, 2004

2. Are qualified plans exempt from paying state sales tax?

   By Guest pensionadmin, February 19, 2004
   • 2 replies
   • 3.3k views
   • 
   • david rigby
   • February 19, 2004

3. Top Heavy contribution avoidance

   By Guest Mike Spickard, December 16, 2003
   • 4 replies
   • 1.6k views
   • 
   • Mike Preston
   • December 16, 2003

4. Preparing IRS Form 5500

   By Guest jmarini, September 5, 2003
   • 3 replies
   • 3.9k views
   • 
   • JanetM
   • September 8, 2003

5. SAS 70 Audits

   By Guest MPITTS, August 1, 2003
   • 3 replies
   • 1.8k views
   • 
   • E as in ERISA
   • August 20, 2003

6. IRS Audit limitation

   By Guest MPITTS, August 11, 2003
   • 8 replies
   • 4k views
   • 
   • Guest
   • August 12, 2003

7. 2003 Post-EGTRRA Amendments

   By Guest DIGMYDOG, July 24, 2003
   • 1 reply
   • 2.1k views
   • 
   • ljr
   • July 25, 2003

8. Dishonesty Insurance

   By Guest D. Lawrence, May 22, 2003
   • 4 replies
   • 4.4k views
   • 
   • GBurns
   • May 23, 2003

9. Referral Networks

   By Guest R. Daestrom, April 17, 2003
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • May 21, 2003

10. Document Sponsor

    By Guest tintree73, May 12, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 12, 2003

11. Administration Software

    By Guest Pensions in Paradise, March 1, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 1, 2003

12. incentives for your employees?

    By MR, December 26, 2002
    • 20 replies
    • 4k views
    • 
    • Archimage
    • February 6, 2003

13. E&O Insurance

    By Guest halencourt, January 22, 2003
    • 1 reply
    • 2.1k views
    • 
    • Lynn Campbell
    • January 23, 2003

14. Leads

    By ccassetty, January 10, 2003
    • 10 replies
    • 2.6k views
    • 
    • ccassetty
    • January 21, 2003

15. Sarbanes-Oxley

    By Guest Lex, December 27, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 28, 2002

16. Home TPA Consultant

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 27, 2002

17. Downtime season

    By Guest David M. Lipkin, October 15, 2002
    • 5 replies
    • 2.4k views
    • 
    • maverick
    • October 17, 2002

18. eCornell Human Resources Mgmt Cert

    By KateSmithPA, September 5, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 1, 2002

19. Pension firms

    By Guest William L. MacDonald, September 8, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 14, 2002

20. Sal range for DC daily val acct admin

    By Guest SalHelp, August 5, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2002

21. Group Medical Insurance for small TPA

    By Richard Anderson, July 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • maverick
    • July 25, 2002

22. No beneficiary designation

    By Guest dianej1, July 25, 2002
    • 3 replies
    • 2.7k views
    • 
    • E as in ERISA
    • July 25, 2002

23. billable hours goals

    By Guest David M. Lipkin, July 16, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 16, 2002

24. Raising fees and notifying clients ...

    By Spencer, July 16, 2002
    • 1 reply
    • 2.1k views
    • 
    • Fredman
    • July 16, 2002

25. Profitability Calculator

    By Fredman, May 21, 2002
    • 5 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 23, 2002

26. billable hours = ?

    By Guest David Lipkin, December 17, 1998
    • 6 replies
    • 3.5k views
    • 
    • Larry M
    • April 9, 2002

27. Tracking Time

    By Guest JPAdmin, March 21, 2002
    • 5 replies
    • 2.5k views
    • 
    • maverick
    • March 21, 2002

28. Tracking time

    By Guest JPAdmin, March 21, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2002

29. Payments Directly by TPA (not a trustee) to Participant in 401(k) Plan

    By Guest Libby, March 15, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 16, 2002

30. The trustee's duty

    By Guest Beth Munz, March 12, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2002

31. Looking for a good newsletter service

    By Guest Crystal, April 2, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • February 5, 2002

32. Marketing

    By Guest pensiondoc, April 30, 1999
    • 15 replies
    • 4.1k views
    • 
    • Greg Judd
    • September 24, 2001

33. accompanying life agents on a sales call

    By thepensionmaven, October 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • actuarysmith
    • September 18, 2001

34. Plan Proposal programs

    By Guest pineapple, August 8, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 14, 2001

35. TPA Compensation.

    By Guest Thornton, August 11, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 11, 2001

36. 401(a)(4) testing

    By Ervin Barham, August 1, 2001
    • 2 replies
    • 2.3k views
    • 
    • Ervin Barham
    • August 2, 2001

37. Privacy Notice

    By Ervin Barham, June 25, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • June 25, 2001

38. Responsibility for compliance services to bankrupt clients and their p

    By Guest L Speedy, April 20, 2001
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • April 21, 2001

39. "Ethics" - Topic of a Presentation

    By Guest CJK, March 2, 2001
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • March 2, 2001

40. Annual Data Request Software

    By David MacLennan, January 17, 2001
    • 7 replies
    • 2.7k views
    • 
    • David MacLennan
    • February 23, 2001

41. Managing Accounts Receivable

    By Guest Small Texas TPA, January 20, 2001
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • January 25, 2001

42. E&0, should I or shouldn't I?

    By Guest Don J. Smith, December 28, 2000
    • 5 replies
    • 2.3k views
    • 
    • Bill Berke
    • January 17, 2001

43. Anyone doing contract administration work from home for a TPA?

    By Guest Regina Venegas, September 20, 2000
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • January 15, 2001

44. Extra Billing

    By Guest ronalds, September 24, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 25, 2000

45. Growing pains - any suggestions?

    By MR, August 29, 2000
    • 0 replies
    • 2k views
    • 
    • MR
    • August 29, 2000

46. Salary/benefit comparisons within the pension industry

    By Guest normad, August 12, 2000
    • 1 reply
    • 2.4k views
    • 
    • actuarysmith
    • August 14, 2000

47. E and O Insurance

    By mming, June 10, 2000
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • July 7, 2000

48. Self-audit services/training services

    By Dawn Hafner, May 4, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • May 4, 2000

49. Personnel data and Identity Theft

    By mwyatt, April 11, 2000
    • 1 reply
    • 2.7k views
    • 
    • Lorraine Dorsa
    • April 14, 2000

50. Fee for takeover (buyout) of client list

    By Guest David Dye, March 14, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 15, 2000